TC
EL icon

Trium Capital’s Estee Lauder EL Stock Holding History

Trium Capital’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,911
Closed -$2.48M – 49
2024
Q3 		$2.48M Buy
24,911
+16,463
+195% +$1.56M 0.71% 30
2024
Q2 		$899K Sell
8,448
-880
-9% -$115K 0.11% 65
2024
Q1 		$1.44M Buy
9,328
+340
+4% +$48.2K 0.54% 41
2023
Q4 		$1.31M Sell
8,988
-10,976
-55% -$1.46M 0.11% 35
2023
Q3 		$2.89M Hold
19,964
– – 0.05% 31
2023
Q2 		$3.92M Buy
19,964
+5,172
+35% +$1.1M 0.84% 29
2023
Q1 		$3.65M Buy
14,792
+399
+3% +$101K 1.26% 27
2022
Q4 		$3.57M Buy
+14,393
New +$3.21M 1.31% 32

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Trium Capital's EL Position: Q4 2024 in Review

Trium Capital sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 24,911 shares — an estimated $2.48M sold.

Trium Capital first reported a position in EL in Q4 2022 and held it in 8 quarters. The position peaked at $3.92M in Q2 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Trium Capital reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Trium Capital sold 24,911 Estee Lauder shares in Q4 2024, an estimated $2.48M.
  • Trium Capital first reported a position in Estee Lauder in Q4 2022 and held it in 8 quarters.
  • Trium Capital's Estee Lauder position peaked at $3.92M in Q2 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Trium Capital's 13F filing for Q4 2024, filed 15 Jan 2025.